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Latest Kingsview Wealth Management, LLC Stock Portfolio

$8.25Billion | No. of Holdings #1402

Kingsview Wealth Management, LLC Performance

2026 Q2+6.35%
YTD+4.10%
2025+11.37%

About Kingsview Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Kingsview Wealth Management, LLC is a hedge fund based in Grants Pass, OR. On 2026-08-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kingsview Wealth Management, LLC reported an equity portfolio of $8.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Kingsview Wealth Management, LLC are BIBL, NVDA, BIL. The fund has invested 2.9% of it's portfolio in NORTHERN LTS FD TR IV and 2.7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off JOHN HANCOCK EXCHANGE TRADED (JHCB), FIDELITY COVINGTON TRUST (FBCG) and FIRST TR EXCHANGE TRADED FD (AIRR) stocks. They significantly reduced their stock positions in NIKE INC (NKE), INNOVATOR ETFS TRUST and VANGUARD INDEX FDS (VB). Kingsview Wealth Management, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), BNY MELLON ETF TRUST (BKAG) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), DBX ETF TR (ACSG) and FIDELITY COVINGTON TRUST (FBCG).
Kingsview Wealth Management, LLC Equity Portfolio Value
Last Reported on: 19 Aug, 2026
$8.25Billion
  as of Aug 19, 2026

Kingsview Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Kingsview Wealth Management, LLC made a return of 6.35% in the last quarter. In trailing 12 months, it's portfolio return was 11.12%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr10,432,200
bny mellon etf trust10,202,000
spdr index shs fds9,480,280
j p morgan exchange traded f9,407,760
invesco exchange traded fd t9,241,180
spdr index shs fds8,928,700
j p morgan exchange traded f8,888,590
victory portfolios ii8,876,280
New stocks bought by Kingsview Wealth Management, LLC

Additions

Ticker% Inc.
vanguard admiral fds inc2,915
dbx etf tr2,771
fidelity covington trust2,045
leidos holdings inc1,724
invesco exchange traded fd t1,532
cf industries hold1,392
sm energy company1,365
california res corp1,298
Additions to existing portfolio by Kingsview Wealth Management, LLC

Reductions

Ticker% Reduced
mastercard incorporated-84.69
vanguard index fds-72.88
unitedhealth group inc-70.32
lattice strategies tr-69.93
walmart inc-69.8
simon ppty group inc new-68.3
vanguard admiral fds inc-62.84
american tower corp-62.45
Kingsview Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Kingsview Wealth Management, LLC

Sector Distribution

Kingsview Wealth Management, LLC has about 63.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Others63.7
Technology15
Industrials3.7
Healthcare3.6
Financial Services3
Consumer Cyclical2.9
Communication Services2.6
Energy2.1
Consumer Defensive1.7

Market Cap. Distribution

Kingsview Wealth Management, LLC has about 34% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED63.7
MEGA-CAP23.6
LARGE-CAP10.4
MID-CAP1.9

Stocks belong to which Index?

About 33.6% of the stocks held by Kingsview Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others66.3
S&P 50032
RUSSELL 20001.6
Top 5 Winners (%)%
astera labs inc
340.5 %
INTC
intel corp
204.6 %
MRVL
marvell technology inc
186.4 %
sandisk corp
182.7 %
AMD
advanced micro devices inc
141.2 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
81.0 M
BIL
spdr series trust
33.9 M
BIBL
northern lts fd tr iv
28.8 M
NVDA
nvidia corporation
28.3 M
LRCX
lam research corp
28.2 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.5 %
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.4 %
CVNA
carvana co
-69.8 %
AMPS
ishares tr
-69.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-86.8 M
EDV
vanguard world fd
-40.1 M
VAW
vanguard world fd
-30.8 M
VB
vanguard index fds
-25.4 M
NFLX
netflix inc.
-16.6 M

Kingsview Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kingsview Wealth Management, LLC

Kingsview Wealth Management, LLC has 1402 stocks in it's portfolio. About 21.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Kingsview Wealth Management, LLC last quarter.

$7.56BTotal Value
500Positions
19 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Kingsview Wealth Management, LLC, last reported on 19 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.47%411,950
$38.94M
0.47%
increased 7.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.24%358,093
$19.81M
0.24%
decreased 0.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.22%376,493
$18.60M
0.22%
increased 31.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.21%171,059
$17.32M
0.21%
increased 209.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.09%66,258
$7.13M
0.09%
increased 4.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.06%93,852
$4.99M
0.06%
increased 6.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.04%39,293
$3.01M
0.04%
increased 0.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.04%30,105
$2.96M
0.04%
decreased 0.66 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.04%35,790
$2.86M
0.04%
decreased 2.08 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Kingsview Wealth Management, LLC's holding in Alps Etf Tr over time
0.1%199,101
$8.20M
0.1%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Kingsview Wealth Management, LLC's holding in Alps Etf Tr over time
0.07%111,427
$5.78M
0.07%
increased 10.09 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Kingsview Wealth Management, LLC's holding in Etf Ser Solutions over time
0.07%35,216
$5.82M
0.07%
increased 25.11 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Kingsview Wealth Management, LLC's holding in Dbx Etf Tr over time
0.15%189,334
$12.36M
0.15%
increased 42.94 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Kingsview Wealth Management, LLC's holding in Dbx Etf Tr over time
0.11%171,917
$9.39M
0.11%
increased 2771.03 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.3%331,194
$25.10M
0.3%
increased 9.61 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Kingsview Wealth Management, LLC's holding in Ishares Tr over time
0.06%71,199
$5.38M
0.06%
decreased 1.91 percentreduced